Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Introducing the 530A Accounts

An article explaining 530A Accounts.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

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Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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